Fisher Asset Management’s Moelis & Co MC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Sell |
350,249
-3,220
| -0.9% | -$201K | 0.01% | 307 |
|
|
2025
Q1 | $20.6M | Buy |
353,469
+132,699
| +60% | +$7.74M | 0.01% | 322 |
|
|
2024
Q4 | $16.3M | Buy |
220,770
+158,200
| +253% | +$11.7M | 0.01% | 368 |
|
|
2024
Q3 | $4.29M | Buy |
62,570
+220
| +0.4% | +$15.1K | ﹤0.01% | 501 |
|
|
2024
Q2 | $3.55M | Sell |
62,350
-12,028
| -16% | -$684K | ﹤0.01% | 522 |
|
|
2024
Q1 | $4.22M | Buy |
74,378
+7,013
| +10% | +$398K | ﹤0.01% | 514 |
|
|
2023
Q4 | $3.78M | Sell |
67,365
-5,396
| -7% | -$303K | ﹤0.01% | 520 |
|
|
2023
Q3 | $3.28M | Buy |
72,761
+5,645
| +8% | +$255K | ﹤0.01% | 568 |
|
|
2023
Q2 | $3.04M | Sell |
67,116
-10,787
| -14% | -$489K | ﹤0.01% | 602 |
|
|
2023
Q1 | $2.99M | Buy |
77,903
+794
| +1% | +$30.5K | ﹤0.01% | 604 |
|
|
2022
Q4 | $2.96M | Buy |
77,109
+39,052
| +103% | +$1.5M | ﹤0.01% | 593 |
|
|
2022
Q3 | $1.29M | Buy |
+38,057
| New | +$1.29M | ﹤0.01% | 638 |
|